Pipedrive Testing

Hari Mahesh

“The more you engage with customers, the clearer things become and the easier it is to determine what you should be doing” – John Russell.

This quote shows the importance of customer service and relationship with the customers. And that is why we have CRM systems to manage these workflows more effectively for the customers.

In this article we will learn about Pipedrive. Which is a Customer Relationship Management (CRM) application for small to mid-sized businesses (SMBs). It is designed to optimize the organization of sales activity and its pipeline. Also , its user-friendly interface focuses on ease of use and effectiveness, enabling sales teams to handle leads, finalize sales, and boost productivity easily.

Pipedrive is designed to be visual and easy to use. It helps sales teams optimize their workflows by automating repetitive tasks and providing visibility on deal progress. It emphasizes simplicity and usefulness for groups looking to grow and develop relationships with customers.

These are the key features of Pipedrive:

• Track Sales Pipeline Visually: You can have a visual representation of the sales process with customizable stages. This helps in easy deal tracking. The drag-and-drop interface reduces the updates and transitions across the pipeline.
• Leads and Deals Management: You can capture, organize, and track leads efficiently with tools like web forms and chatbots. With detailed deal tracking, teams can make sure that they are on top of opportunities.
• Activity and Task Automation: You can automate the scheduling and tracking of sales activities such as calls, meetings, and follow-ups. It also Integrates with calendars for easy task management.
• Reports and Insights: Use customizable dashboards and detailed reports to monitor sales performance and conversion rates. This helps businesses to make data-driven decisions with actionable insights.
• Sales Automation: Optimize workflows by automating repetitive tasks like email follow-ups and deal updates. This helps to reduce manual work and boost productivity.
• Integrate Email and Track it: You can sync Piepdrive with popular email platforms like Gmail and Outlook to centralize communication. Tracks email engagement, including opens, clicks, and responses.
• Integrations and API Support: Integrate Pipedrive with tools like Slack, Mailchimp, and Zapier for enhanced functionality. It provides API support for creating custom solutions tailored to specific business needs.
• Team Collaboration: Facilitates sharing of deal updates, activity logs, and insights to enhance team coordination and communication.
• Security and Data Privacy: Ensures data protection with role-based permissions, secure storage, and GDPR compliance to help you safeguard customer information.

How to Test Pipedrive CRM?

Good and effective Pipedrive testing confirms seamless integrations with existing software. We should also test Pipedrive’s alignment with the organization’s sales requirements. Since Pipedrive CRM serves as the central hub for tracking leads, managing deals, and customer interactions. Any misconfiguration or disruption here can lead to missed revenue, low user adoption, or bad data accuracy.

You can begin the testing cycle by planning and gathering requirements. This is followed by setting up test scenarios and executing them under realistic conditions. You should also perform rigorous validation and refinement to maintain customer trust in the platform. It helps in avoiding operational setbacks, and to make sure that Pipedrive continues to have sales efficiency and customer satisfaction.

Let us understand how you can approach this process:

• End-to-End (E2E) Testing: This helps to validate complete sales workflows in Pipedrive, from lead capture to deal closure. You should test that the CRM integrates seamlessly with external tools like email platforms or marketing software. E2E testing should test real-world scenarios such as lead generation, pipeline progression, and reporting.Read: How to do End-to-end Testing with testRigor.
• Integration Testing: You can ensure that Pipedrive integrates effectively with third-party tools and systems, such as Slack, Gmail, Zapier, or other productivity apps, using integration testing. You need to validate data transfers, API communication, and the proper functioning of automated workflows. This ensures the smooth operation of Pipedrive with external software.
• Regression Testing: This tests that the updates or configuration changes in Pipedrive do not introduce new issues or break existing functionality. Regularly re-run these existing test cases to confirm stability after bug fixes, feature additions, or system upgrades. Read: What is Regression Testing?
• Usability Testing: Evaluate Pipedrive’s user experience (UX) to ensure that the interface is intuitive and user-friendly. Usability testing validates navigation, task completion, ease of use, etc. This makes sure that users can efficiently manage leads, deals, and tasks without any confusion.
• Performance Testing: Test Pipedrive’s speed, responsiveness, and scalability under various workloads. It is mandatory to conduct load testing to evaluate how Pipedrive performs during high user-activity. Also, perform stress testing to identify potential bottlenecks under extreme conditions.
• User Acceptance Testing (UAT): This is performed with end-users to verify that Pipedrive meets the practical requirements and aligns with real-world use cases. These tests validate that sales teams can perform tasks like creating pipelines, updating deals, generating reports, etc., with ease. Read: User Acceptance Testing: Manual vs. Automated Approaches.
• Security Testing: This helps to Identify vulnerabilities and ensure the protection of sensitive data, such as customer details and sales records, in Pipedrive. Perform penetration testing to validate the system’s ability to filter unauthorized access and other security threats. Read more about Security Testing.
• Accessibility Testing: Verify that Pipedrive is accessible to users with special needs, ensuring compliance with accessibility standards. Test features like keyboard navigation, screen reader compatibility, visual contrast, etc., for users with special needs. Read here how to build an ADA-compliant app.

Why Use Automation Testing for Pipedrive CRM?

Now that we have explored various types of testing let us see how we can execute them. While testing can be performed manually or through automation. You will find automation as often the preferred choice for Pipedrive CRM. This is because of its ability to consistently and efficiently execute a large number of test cases.

Pipedrive’s dynamic workflows and frequent feature updates make automation testing essential. This helps in rapid regression testing and maintaining data accuracy across the CRM. Automation reduces human error, accelerates testing cycles, and provides the flexibility to evaluate performance, scalability, and integration scenarios.

Ultimately, it improves the reliability and stability of Pipedrive CRM while optimizing resources and reducing operational costs.

Issues with Traditional Test Automation Tools

While automation offers significant advantages, it’s important to acknowledge the limitations of legacy test automation tools, which can pose challenges to modern testing processes.

• Lack of Built-in Integrations: Legacy tools often lack seamless integrations with popular systems like Jira or Jenkins, requiring manual configuration. This can complicate the setup and increase the risk of issues as codebases grow more complex, making debugging a time-consuming task. Additionally, maintaining version compatibility becomes critical to avoid errors.
• Unstable Test Results: Many legacy tools rely heavily on DOM element properties, which can lead to flaky tests. Even minor changes in the application can cause tests to fail due to “no element found” errors, resulting in unreliable outcomes and additional maintenance efforts.
• Framework Development: Legacy tools typically do not come with a pre-built framework, necessitating the creation of a custom framework from scratch. This process demands substantial time, effort, and expertise, delaying the start of actual testing.
• Dependency on Programming Knowledge: Many legacy tools require team members to have strong programming skills to write and maintain test scripts. As automation scales, especially in applications with extensive test cases, like Pipedrive CRM, the complexity of test scripts can increase exponentially, leading to additional challenges in managing and updating them.

Pipedrive CRM Testing with testRigor

testRigor’s intelligent features make end-to-end testing effortless. Let us explore some of the standout features of testRigor.

• Quick Test Creation: By using generative AI, testRigor assists to create/generate/record test scripts and reduces your manual effort to a great extent.
• No Programming Knowledge Needed: testRigor assists in generating test scripts using plain English, eliminating the need for programming language support. This empowers not only manual testers but also any stakeholders to create and execute test scripts efficiently.
• Stable Tests: Unlike relying on unreliable XPaths or CSS selectors, testRigor utilizes a distinctive element identification approach driven by its AI algorithms. Users can specify elements as they are visible on the UI, such as click “cart” or check that page contains “Hello”.
• All-in-one tool: testRigor supports different types of testing like native desktop, web, mobile, API, visual, exploratory, AI features, and accessibility testing.
• Automatic Waits: testRigor’s automatic wait handling handles synchronization issues. You need not manually provide any explicit wait times; hence, it avoids the ‘element not found’ and many other similar errors.
• Quick Integrations – testRigor offers built-in integrations with most CI/CD tools, test management systems, defect tracking solutions, infrastructure providers, and communication applications.

Now, let us see a sample testRigor test script to log in and add a new deal.

login //in-built rule
click “Deals”
click “Add New”
enter stored value "customerName" into "Contact person"
enter stored value "company" into "Organization"
enter stored value "header" into "Title"
add product1 details //Reusable rule
click “Add product”
add product2 details //Reusable rule
click “Add product”
add product3 details //Reusable rule
click “Save”

As you can see from the above test script that creating automation scripts is super easy with testRigor. You can create functions for the test steps you use repeatedly. They are called Reusable Rules, call them in test cases by simply writing their names. See the example of Reusable Rules.

The points above highlight just a few of the many powerful features testRigor offers. To discover all its capabilities, explore more details here or sign up for a demo to start your journey.

“We spent so much time on maintenance when using Selenium, and we spend nearly zero time with maintenance using testRigor.”

Keith Powe VP Of Engineering - IDT